SFPM

Sensible Financial Planning & Management Portfolio holdings

AUM $527M
1-Year Est. Return 6.46%
This Quarter Est. Return
1 Year Est. Return
+6.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$806K
3
+$674K
4
VUG icon
Vanguard Growth ETF
VUG
+$306K
5
VTV icon
Vanguard Value ETF
VTV
+$185K

Top Sells

1
+$483K
2
+$158K
3
+$144K
4
CMPR icon
Cimpress
CMPR
+$139K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$56.6K

Sector Composition

1 Industrials 0.63%
2 Technology 0.38%
3 Materials 0.22%
4 Financials 0.09%
5 Communication Services 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.9M 37.03%
1,969,070
+65,100
2
$29.6M 20.69%
530,546
+14,472
3
$12.4M 8.7%
64,692
+3,508
4
$10M 7.01%
118,850
-1,872
5
$7.32M 5.12%
147,891
+310
6
$6.09M 4.26%
56,824
-1,345
7
$5.04M 3.53%
56,861
+1,997
8
$3.11M 2.18%
87,978
-13,653
9
$2.81M 1.96%
99,346
+4,208
10
$2.4M 1.68%
28,182
+2,180
11
$1.39M 0.97%
39,496
-1,300
12
$1.03M 0.72%
9,181
-503
13
$830K 0.58%
8,980
-1,500
14
$811K 0.57%
3,873
+377
15
$787K 0.55%
7,340
+2,856
16
$757K 0.53%
6,490
-366
17
$498K 0.35%
11,767
18
$451K 0.32%
4,445
-35
19
$429K 0.3%
4,500
-238
20
$393K 0.28%
3,393
+883
21
$319K 0.22%
7,615
22
$309K 0.22%
5,735
23
$308K 0.22%
6,742
24
$279K 0.2%
2,446
-26
25
$206K 0.14%
3,530
-478
1
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